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Ameritas Investment Partners’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

Ameritas Investment Partners’s Portfolio PRFZ Stock Details PRFZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.29K Hold
115
– – ﹤0.01% 2984
2025
Q4 		$5.28K Hold
115
– – ﹤0.01% 3020
2025
Q3 		$5.21K Buy
115
+1
+0.9% +$43 ﹤0.01% 3055
2025
Q2 		$4.65K Hold
114
– – ﹤0.01% 3114
2025
Q1 		$4.32K Buy
+114
New +$4.67K ﹤0.01% 2999
2017
Q1 		– Sell
-140
Closed -$3K – 2953
2016
Q4 		$3K Buy
+140
New +$3.06K ﹤0.01% 1241

Other funds holding PRFZ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $768M AUM 14.21% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

Ameritas Investment Partners's PRFZ Position: Q1 2026 in Review

Ameritas Investment Partners held its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) position steady in Q1 2026 at 115 shares worth $5.29K. The position accounts for ﹤0.01% of the portfolio, ranked #2984.

Ameritas Investment Partners first reported a position in PRFZ in Q4 2016 and has held it in 6 quarters since. 319 funds tracked by Wall St. Rank hold PRFZ as of Q1 2026.

  • Ameritas Investment Partners held 115 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $5.29K as of Q1 2026.
  • Ameritas Investment Partners left its Invesco FTSE RAFI US 1500 Small-Mid ETF share count unchanged in Q1 2026.
  • Invesco FTSE RAFI US 1500 Small-Mid ETF made up ﹤0.01% of Ameritas Investment Partners's portfolio in Q1 2026, its #2984 holding.
  • Ameritas Investment Partners first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q4 2016 and has held it in 6 quarters since.
  • 319 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q1 2026.

Based on Ameritas Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.